J.P. Morgan Exchange-Traded Fund Trust - JVAL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC | History | No change | 1,217,925 | 71,419 | 1.98% | 1.98% | 1 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,151,907 | 67,547 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,134,481 | 66,525 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AFFINITY WEALTH LLC | History | No change | 627,106 | 36,773 | 19.75% | 19.75% | 4 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 580,537 | 34,042 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 577,595 | 33,722 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mainsail Financial Group, LLC | History | No change | 413,727 | 24,260 | 8.24% | 8.24% | 7 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | No change | 293,793 | 17,228 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 282,695 | 16,577 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 174,603 | 10,238 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 167,236 | 9,806 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 165,339 | 9,695 | 5.35% | 5.35% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Apeiron RIA LLC | History | No change | 164,391 | 9,639 | 2.47% | 2.47% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | No change | 163,774 | 9,603 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 159,427 | 9,348 | 0.09% | 0.09% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 155,811 | 9,136 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 154,332 | 9,050 | 1.55% | 1.55% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planned Solutions, Inc. | History | No change | 143,018 | 8,386 | 2.4% | 2.4% | 18 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 138,202 | 8,104 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | No change | 130,843 | 7,672 | 0.41% | 0.41% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 117,915 | 6,914 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 109,535 | 6,423 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 102,761 | 6,025 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 86,921 | 5,097 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oxinas Partners, LLC | History | No change | 86,756 | 5,087 | 2.0% | 2.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | No change | 84,607 | 4,961 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Auxano Advisors, LLC | History | No change | 71,797 | 4,210 | 0.8% | 0.8% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 57,132 | 3,350 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 55,472 | 3,252 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 53,182 | 3,118 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INTRUST BANK NA | History | No change | 51,214 | 3,003 | 0.22% | 0.22% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 50,171 | 2,942 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 49,707 | 2,882 | 1.15% | 1.15% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 41,413 | 2,414 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 39,078 | 2,291 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 36,921 | 2,165 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sigma Planning Corp | History | No change | 36,039 | 2,113 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 35,090 | 2,057 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34,276 | 2,001 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 32,152 | 1,885 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 5T Wealth, LLC | History | No change | 28,011 | 1,642 | 0.61% | 0.61% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 27,948 | 1,638 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RiverGlades Family Offices LLC | History | No change | 23,731 | 1,391 | 0.64% | 0.64% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 23,474 | 1,376 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 23,335 | 1,368 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 22,791 | 1,336 | 0.62% | 0.62% | 46 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | No change | 22,525 | 1,320 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 21,346 | 1,251 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 21,347 | 1,251 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 21,155 | 1,240 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 21,139 | 1,239 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 20,799 | 1,219 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 20,576 | 1,206 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 20,428 | 1,197 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| L & S Advisors Inc | History | No change | 20,232 | 1,186 | 0.12% | 0.12% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 18,931 | 1,110 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,605 | 1,090 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Western Wealth Management, LLC | History | No change | 18,461 | 1,082 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 18,300 | 1,073 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MN Wealth Advisors, LLC | History | No change | 18,212 | 1,067 | 0.45% | 0.45% | 60 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | No change | 18,082 | 1,060 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Retirement Planning Group, LLC | History | No change | 17,835 | 1,045 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 17,721 | 1,039 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,655 | 1,035 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallacher Capital Management LLC | History | No change | 16,492 | 967 | 0.54% | 0.54% | 65 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 16,334 | 958 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | No change | 15,915 | 933 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 15,701 | 920 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | No change | 14,164 | 830 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 13,619 | 798 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 13,462 | 789 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cobblestone Asset Management LLC | History | No change | 12,904 | 756 | 0.32% | 0.32% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Regal Investment Advisors LLC | History | No change | 12,741 | 747 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 12,483 | 732 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 12,219 | 716 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,835 | 693 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Patten Group, Inc. | History | No change | 11,548 | 677 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Addison Advisors LLC | History | No change | 11,085 | 650 | 0.31% | 0.31% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MBL Wealth, LLC | History | No change | 11,000 | 645 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 10,994 | 644 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 10,804 | 633 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Howard Capital Management, LLC | History | No change | 10,763 | 631 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 10,644 | 624 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 10,583 | 620 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,195 | 539 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,561 | 502 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,528 | 500 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,035 | 471 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,952 | 466 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS SECURITIES LLC | History | No change | 7,673 | 449 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Wealth Partners, LLC | History | No change | 7,688 | 449 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,375 | 432 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 7,063 | 414 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,843 | 401 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 6,795 | 398 | 0.17% | 0.17% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 6,393 | 374 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Trust | History | No change | 6,067 | 355 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | No change | 6,046 | 354 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Burk Holdings LLC | History | No change | 5,956 | 349 | 0.13% | 0.13% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 5,935 | 348 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,768 | 338 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Merited Wealth, LLC | History | No change | 5,653 | 331 | 0.23% | 0.23% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revisor Wealth Management LLC | History | No change | 5,486 | 321 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 5,340 | 313 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | No change | 5,156 | 302 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,030 | 294 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 4,989 | 292 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Goodwin Investment Advisory | History | No change | 4,985 | 292 | 0.59% | 0.59% | 108 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 4,960 | 290 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Monetary Solutions, Ltd | History | No change | 4,906 | 287 | 0.25% | 0.25% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 4,870 | 285 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BNB Wealth Management, LLC | History | No change | 4,831 | 283 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Edge Advisors, LLC | History | No change | 4,750 | 278 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Elevation Wealth Management LLC | History | No change | 4,728 | 277 | 0.21% | 0.21% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Campbell Deegan Wealth Management, LLC | History | No change | 4,721 | 276 | 0.2% | 0.2% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,700 | 275 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Accredited Investors Inc. | History | No change | 4,648 | 272 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FMR LLC | History | No change | 4,587 | 269 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,579 | 268 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,456 | 261 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,308 | 252 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 4,290 | 251 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Berger Financial Group, Inc | History | No change | 4,278 | 250 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4,265 | 250 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anson Capital, Inc. | History | No change | 4,226 | 247 | 0.16% | 0.16% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 4,183 | 245 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hopwood Nicholas Hunter | History | No change | 4,117 | 241 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,076 | 239 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | No change | 4,087 | 239 | 0.14% | 0.14% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,800 | 222 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,581 | 217 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,683 | 215 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Detalus Advisors, LLC | History | No change | 3,623 | 212 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 3,481 | 204 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | No change | 3,477 | 203 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,286 | 192 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,786 | 163 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 2,621 | 153 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lavaca Capital LLC | History | No change | 2,494 | 146 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Community Bank | History | No change | 2,101 | 123 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 2,000 | 117 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Analysts, LLC | History | No change | 1,896 | 111 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,800 | 105 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 1,620 | 94 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,401 | 82 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Park Place Capital Corp | History | No change | 1,180 | 69 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,026 | 60 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 961 | 56 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST HORIZON CORP | History | No change | 895 | 52 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AE Wealth Management LLC | History | No change | 896 | 52 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 855 | 50 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 833 | 48 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 749 | 43 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 719 | 42 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Realta Investment Advisors | History | No change | 600 | 35 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 579 | 33 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 529 | 31 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 301 | 17 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 217 | 12 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 173 | 10 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 153 | 8 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | No change | 131 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NBT BANK, N.A. | History | No change | 86 | 5 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 98 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 46 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ATWOOD & PALMER INC | History | No change | 30 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Parallel Advisors, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |